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Ameritas Advisory Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Ameritas Advisory Services’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,380
Closed -$590K – 1509
2025
Q3 		$590K Buy
6,380
+4,825
+310% +$429K 0.04% 352
2025
Q2 		$133K Sell
1,555
-5,984
-79% -$474K 0.01% 874
2025
Q1 		$608K Hold
7,539
– – 0.02% 521
2024
Q4 		$612K Sell
7,539
-11,931
-61% -$974K 0.02% 535
2024
Q3 		$1.54M Buy
19,470
+11,034
+131% +$843K 0.07% 287
2024
Q2 		$634K Sell
8,436
-93
-1% -$6.73K 0.02% 517
2024
Q1 		$598K Buy
8,529
+4,117
+93% +$284K 0.02% 501
2023
Q4 		$302K Sell
4,412
-1,927
-30% -$118K 0.02% 551
2023
Q3 		$376K Buy
6,339
+662
+12% +$40.6K 0.02% 576
2023
Q2 		$343K Buy
5,677
+744
+15% +$42.9K 0.04% 381
2023
Q1 		$279K Sell
4,933
-2,419
-33% -$133K 0.01% 661
2022
Q4 		$387K Buy
7,352
+127
+2% +$6.72K 0.02% 620
2022
Q3 		$357K Buy
7,225
+14
+0.2% +$768 0.02% 529
2022
Q2 		$375K Buy
7,211
+8
+0.1% +$453 0.02% 539
2022
Q1 		$453K Sell
7,203
-908
-11% -$56.2K 0.02% 528
2021
Q4 		$539K Buy
+8,111
New +$524K 0.02% 483

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameritas Advisory Services's ILCB Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2025, closing a stake of 6,380 shares — an estimated $590K sold.

Ameritas Advisory Services first reported a position in ILCB in Q4 2021 and held it in 16 quarters. The position peaked at $1.54M in Q3 2024. 180 funds tracked by Wall St. Rank hold ILCB as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares Morningstar US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 6,380 iShares Morningstar US Equity ETF shares in Q4 2025, an estimated $590K.
  • Ameritas Advisory Services first reported a position in iShares Morningstar US Equity ETF in Q4 2021 and held it in 16 quarters.
  • Ameritas Advisory Services's iShares Morningstar US Equity ETF position peaked at $1.54M in Q3 2024.
  • 180 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.